See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,323 | $64,707+44.2% | $112,228-16.8% | $68,494+36.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $779 | $2,746-71.6% | $3,635-78.6% | $2,596-70.0% |
| Participant deferral / active EE | $2,333 | $3,565-34.6% | $4,728-50.7% | $4,027-42.1% |
| Admin fee / account holder | $169 | $5,232-96.8% | $6,410-97.4% | $5,403-96.9% |